See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,830 | $166,020-88.7% | $164,866-88.6% | $145,959-87.1% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 9.72% | 100.08%-90.4pp | 69.97%-60.2pp | 561.95%-552.2pp |
| Employer contribution / active EE | $885 | $5,275-83.2% | $4,343-79.6% | $4,661-81.0% |
| Participant deferral / active EE | $1,165 | $6,961-83.3% | $6,033-80.7% | $6,689-82.6% |
| Admin fee / account holder | $2,785 | $16,644-83.3% | $12,689-78.0% | $13,398-79.2% |